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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.57% | | 5-Year Average Return: | 2.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.70% | |
Worst 1-Yr Total Return (2008): | -39.56% | |
Best 3-Yr Total Return (2005-7): | 11.29% | |
Worst 3-Yr Total Return (2006-8): | -7.40% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEEGX | Category | Diff | Index* | Diff | | Year To Date | 29.57 | 31.20 | -1.63 | 24.07 | 5.5 | | 1-Month | 7.50 | 5.67 | 1.83 | 6.00 | 1.5 | | 3-Month | 13.70 | 8.18 | 5.52 | 7.91 | 5.79 | | 1-Year | 32.19 | 34.04 | -1.85 | 25.39 | 6.8 | | 3-Year | -1.09 | -3.89 | 2.8 | -5.79 | 4.7 | | 5-Year | 2.33 | 1.25 | 1.08 | 0.71 | 1.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.26 | 43.84 | -6.58 | 45.76 | -8.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.99 | -18.03 | -3.96 | -18.25 | -3.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.56 | -40.67 | 1.11 | | 2007 | | | 23.70 | 13.35 | 10.35 | | 2006 | | | 6.21 | 7.05 | -0.84 | | 2005 | | | 4.90 | 6.71 | -1.81 | | 2004 | | | 7.02 | 7.81 | -0.79 | | 2003 | | | 27.28 | 28.66 | -1.38 | | 2002 | | | -28.38 | -27.64 | -0.74 | | 2001 | | | -20.32 | -22.30 | 1.98 | | 2000 | | | -24.01 | -13.05 | -10.96 | | 1999 | | | 27.81 | 38.87 | -11.06 |
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| PAST QUARTERLY RETURNS (%) FOR
SEEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.99 | 10.77 | 15.06 | N/A | | 2008 | -13.38 | 6.62 | -16.61 | -21.53 | | 2007 | 1.83 | 7.14 | 8.18 | 4.81 | | 2006 | 2.82 | -3.54 | 2.34 | 4.64 | | 2005 | -6.45 | 3.54 | 4.15 | 3.98 | | 2004 | 0.63 | 1.68 | -4.19 | 9.17 | | 2003 | -0.89 | 14.35 | 2.76 | 9.29 | | 2002 | -3.40 | -18.24 | -14.44 | 5.97 | | 2001 | -18.73 | 7.54 | -19.45 | 13.20 | | 2000 | 3.56 | -3.47 | -5.28 | -19.74 | | 1999 | N/A | N/A | N/A | 19.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 981 | 1818 | 53.96 | | 1-Month | 705 | 1906 | 36.99 | | 3-Month | 38 | 1904 | 2.00 | | 6-Month | 186 | 1866 | 9.97 | | 1-Year | 812 | 1815 | 44.74 | | 3-Year | 186 | 1537 | 12.10 | | 5-Year | 294 | 1273 | 23.10 |
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0.02% Nasdaq 0.00%
Performance
